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This article applies to:

  • Product: CoCounsel
  • Audiences: Tax professionals

Set up Clients and Projects

Create client records, access dedicated workspaces, and initiate tax projects.
  1. Go to the
    Clients
     tab and select
    New client
    .
  2. Enter the client details and select
    Submit
    .
    important
    Ready to Advise
    : If you are licensed for Ready to Advise, you have the option to
    Create a tax advisory project
    . Keep this
    OFF
     if you are creating a client for tax return preparation only.
  3. Once a client is created, open the dedicated client workspace by selecting the client name or
    View
    .
  4. Within the Client experience, select the
    Create a Project
     button to create a new project within the client.
  5. Depending on your entitlements, you will have access to different project types.
    1. Client Workspace: Organize your client-specific conversations and files within this project. This grounds CoCounsel's context to the project.
    2. If you have access to Ready to Review or Ready to Advise, You will find the following project types: Tax Return and Tax Advisory.